Pacific Capital Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$559K	Sell	24,761 -11,627	-32%	-$262K	0.1%	47
2025 Q1	$817K	Buy	36,388 +3	+0%	+$67	0.14%	46
2024 Q4	$803K	Buy	36,385 +589	+2%	+$13K	0.13%	45
2024 Q3	$826K	Buy	35,796 +20,678	+137%	+$477K	0.14%	44
2024 Q2	$333K	Buy	+15,118	New	+$333K	0.06%	53